What's new: branch improvements, reports and exports in ACP

This article covers four updates that make it easier to work across multiple branches and to export your data.

1. Choose branches before you run a report

If you have access to more than one branch, you are now asked which branches a report should cover before it runs.

How to choose branches

Go to Reports and select a report.
A branch selection window opens. No branches are selected to begin with.
Select one or more branches from the dropdown.
Select Submit. The report opens, showing data for the branches you chose only.

Good to know

Your selection isn't remembered. The next time you open a report, the window opens blank again.
You can skip the window. Select Skip and the report opens with the filters already saved on it. This also applies if you chose branches and then selected Skip. Your selection is discarded and the saved filters are left as they were.
Forms and Case reports: the window always shows this message: "The branch selection will not be applied if the report does not have the Branch column present." The message appears whether or not the report has the Branch column. If you want branch filtering on one of these reports, make sure it includes the Branch column.
If you only have access to one branch, the window doesn't appear and the report runs as normal.

Tip: When you create a new Forms or Case report, add the Branch column yourself. Otherwise the branch selection can't be applied.

Global search now shows the branch for each result, so it's easier to tell apart records that share the same name.

Type a name or ID into the global search bar.
Results appear in the same three groups as before, in this order: Cases, Tasks/Visits and Users.
Where two or more results have the same name, check the branch shown on each result to tell them apart.
Select the result you need.

The branch filter on the Activities screen is now a searchable dropdown with checkboxes.

Go to the Activities screen.
Open the branch filter dropdown. All branches are selected by default.
To find a branch quickly, type its name in the search field at the top of the dropdown.
Tick or untick branches using the checkboxes.
Close and reopen the dropdown. Your selected branches now appear at the top of the list, in alphabetical order.
Check the dropdown label. It shows All branches, or the number of branches you have selected (for example, "3 branches detected").
The Activities list updates to show only activities for the selected branches.

If you untick every branch, the Activities list shows all activities, as it did before.

You can now download your service user and care professional records straight from the Service dashboard.

In the admin console, go to Service > Cases.
Apply any search, filters and sort order you need, and choose the Active or Archived tab.
Select Export. An Excel (.xlsx) file downloads straight away.
Open the file. It contains every record that matches what you had on screen, across all pages. It includes all the columns shown in the Service Cases view.

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